ICOM Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ICOM Advisors serves individuals, trusts, estates, charitable organizations, corporations and other business entities, including both non‑high‑net‑worth and high‑net‑worth clients. The firm provides discretionary and non‑discretionary portfolio management and portfolio analysis services, advising primarily on mutual funds and exchange‑traded funds while monitoring accounts regularly and rebalancing as needed.
The firm customizes portfolios using client suitability information and may implement firm model portfolios or employ sub‑advisers to manage portions of client accounts, with reviews at least quarterly. ICOM uses a mix of fundamental, technical and charting analysis and pursues long‑ and short‑term strategies, and it notes that tax efficiency is not its primary management objective.
A distinctive feature is the firm’s ownership by ICOM Capital Group, LLC and its affiliation with private investment vehicles for which the parent serves as Managing Member; the brochure discloses these affiliated funds while stating they are not open to or solicited to advisory clients. Also atypical for peer firms, ICOM does not list comprehensive financial planning among its service offerings, focusing instead on investment management and portfolio analysis.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.60%
Account minimum: $250,000
Main office
Madisonville LA
Advisors at this office
1
Most active in
Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)